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someone invests in us because we have the technology leadership, it manifests itself in products that lead the competition and allows us to win in markets. >> perhaps it's time to ramp that spending up, jim, to figure out other avenues in which they'll be able to deploy their chips. >> they cut it to 12 billion because they were able to reuse some of the factories. the interesting thing is goldman is saying you're spending three times what you're spending in 2009 and getting the same bang for the buck. intel which is a fabulous manufacturer, is spending too much money and not getting any reward for it. they're paying good dividend while you're waiting. >> what are you waiting for? for ultra tablets? >> i think that comes out, gdot. it's not like they haven't figured out transitions in the past and what was the ability to do just that. >> ultimately, they've been able to reinvent and reinvent by making things smaller and smaller, another really nice guy, but this was supposed to be a good-bye swan song and instead it turned a rap on the call, i felt. i felt like people were saying gross mar
like to see, look, if mcdonald's can come out with killer products, apple -- are they both technology companies? is that where we are right now? >> apple has come out with incredible products. amazing products that have changed the world. >> that was the old days and the yankees used to be -- >> the ipad is only three years old, man. come on, give them a break. >> no. the market won't give them a break. i like the product, but who am i? >> that's complicated. >> it was not a rhetorical -- you know, we're not trying to figure out exactly whoi am. >> oh, okay. >> what we're trying to figure out how do they make i tunes better and how you want them to come out and say samsung, you're history because we have this. instead of samsung having, what? eight pages. >> you're not going get that in an earnings report. >> someone innovates and someone else comes in with a pretty good or good enough and that's why people are talking about the lower end and the medium end. >> there are some people who their samsung phones have technology whether it's the ability to change language quickly and a numb
, and the energy sector, productivity through technology and mobility and what that really means and lastly, what we're seeing in terms of manufacturing efficiencies in america being competitive globally today. all of this gives you more impetus here than you would think. that's so 2003. that was the story we should have been talking about ten years ago when the stocks are reflective. >> when they're playing consumer stocks, are they looking at it wrong? >> i think some of the consumer discretionary stocks are stretched and not that we have a worry about the consumer and tax refunds will start coming now. credit conditions support employment and certainly consumer staples look very expensive. >> what about utilities up 19% so far this year? utilities are up 16% and health care up 19%. is your money safe in there? will they continue to hold up? >> we've been overweight utilities so i'm not going to be too uncomfortable with that and that's improvement with natural gas prices and in health care it's been very much about dividends and that we saw reimbursement rates that were supposed to be cut reca
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